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Our Story

Alter Wealth Management, LLC’s foundation is based on a passion for evidence, a devotion to transparency, and the promise to put our clients’ interests first with everything we do.

  • We believe that doing what’s best and doing what’s right should be one and the same.
  • We believe that every investor is unique – requiring custom, comprehensive wealth management solutions.

At AWM, we provide financial counsel to meet the diverse needs of individuals, families and institutional investors. While the company has grown over the years, we have stayed true to our commitment to provide an unbiased, transparent, evidence-based approach to low-cost investing while being able to deliver on the promise of true wealth management.

Structured as a fee-only Registered Investment Advisor* (RIA) we do not receive commissions on any mutual funds, stocks, bonds or REITS. This means we put the interest of our clients first.

We recognize that investors have unique financial goals, sometimes requiring counsel that goes beyond investment advice. Clients are provided with wealth management strategies to help ensure that their financial goals are met.

*As federally registered investment advisors, we must follow the strict laws and rules governed by the U.S. Securities and Exchange Commission (SEC).

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